Niki Herring, CTFA, has a career spanning several years in the banking and trust industry. Their most recent position was as Vice President and Trust Officer at First American Bank NM, starting in May 2023. Prior to that, they worked at CNB Bank in Carlsbad, NM, where they held various roles. From June 2017 to May 2023, they served as an AVP/Relationship Officer, managing assets held in trust and ensuring compliance. Niki also worked as a Trust/HR Administrative Assistant from May 2016 to June 2017 and as a New Account Representative from July 2012 to May 2016.
Niki Herring, CTFA has a diverse education history. In 2015, they attended Cannon Financial Institute, where they pursued a certification in Certified Trust and Fiduciary Advisor. During their time there, they focused on financial planning and services. Niki Herring, CTFA continued their education at New Mexico State University-Carlsbad from 2011 to 2013, although the specific degree and field of study are not provided.
Aside from their formal education, Niki Herring, CTFA further expanded their knowledge and expertise by obtaining a certification as a Certified Trust and Financial Advisor (CTFA) from the American Bankers Association in October 2018.
May, 2023 - present